Easy-to-use and affordable CRM that has increased operation efficiency.
May 26, 2024

Easy-to-use and affordable CRM that has increased operation efficiency.

Ash Shenker | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

As an online education company, we require streamlined processes and data flow to operate efficiently. Hubspot supports our lead generation/nurture, student communication, data integration with other management software, and revenue tracking. This allows our staff to utilize automation and templates to quickly complete their daily tasks while providing students with a streamlined enrolment process. Using an alternative CRM before Hubspot provides a cost-effective and highly efficient solution that has increased operational efficiency.
  • Easy-to-use platform, simple navigation, and data entry that creates a good user experience.
  • Integrations with critical software and platforms across all arms of our business.
  • In-depth analytics that provides clear data on staff and organizational performance (i.e., revenue and sales tracking).
  • Logging of communication to easily refer back to previous emails/calls/etc, including call recording, which is also useful for compliance and training.
  • Different subscription options allow more personalized use of features instead of Sales, Marketing, or Service.
  • Reduced manual data entry by around 25%.
  • Increased efficiency in the lead contact process by over 50%.
Hubspot is far superior to our previously used CRM, providing more automation and visibility of individual/company performance. It is also more cost-effective for multiple staff members and provides them with functionality to speed up their processes and complete their tasks more efficiently.

Do you think HubSpot CRM delivers good value for the price?

Yes

Are you happy with HubSpot CRM's feature set?

Yes

Did HubSpot CRM live up to sales and marketing promises?

Yes

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

Hubspot has allowed us to automate our Sales contact process, making it easier for our staff to communicate with prospective students, log all communication, and follow an individual's journey in our lead nurture process. We can better monitor and track staff performance via analytic tools and company performance through revenue tracking, which gives us a clear snapshot of current sales and forecasting. It has also assisted us in connecting data between platforms via native integrations, reducing the volume of manual data entry and freeing up staff to operate more efficiently.

HubSpot CRM Feature Ratings

Customer data management / contact management
9
Workflow management
8
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
7
Interaction tracking
8
Case management
7
Call center management
8
Help desk management
7
Lead management
9
Email marketing
9
Task management
10
Billing and invoicing management
7
Reporting
9
Forecasting
5
Pipeline visualization
5
Customizable reports
8
Custom fields
10
Custom objects
8
API for custom integration
8
Role-based user permissions
8
Social data
6
Social engagement
4
Marketing automation
9
Compensation management
5
Mobile access
7